Heircraft Planning
Passing the Torch: Smart Business Succession Strategies
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and...
top of page
Heircraft Planning
Oct 4
Are Pensions Treated the Same in Your Estate Plan as Other Retirement Accounts?
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were...
Heircraft Planning
Oct 4
Corporate Transparency Act Update
Under the Corporate Transparency Act (CTA), which took effect January 1, 2024, many business entities including small limited liability...
Heircraft Planning
Oct 4
Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more...
Heircraft Planning
Oct 4
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. It can be particularly difficult for a parent to bring a...
Heircraft Planning
Oct 4
What Conditions Can I Put on My Child’s Inheritance?
You have two primary options for leaving an inheritance to a child. The most straightforward is to give it to them in a single lump sum,...
Heircraft Planning
Oct 4
What Happens to An Adult Child Living at Home When Their Parents Pass Away?
Today more young adults are living at home with their parents than at any time since the 1940s. While there are many different opinions...
Heircraft Planning
Oct 4
What to Do When a Disability Throws Your Estate Plan into Chaos
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted...
Heircraft Planning
Oct 4
What You Can Learn from the Leno Conservatorship Proceedings
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not...
Heircraft Planning
Oct 4
Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White...
Heircraft Planning
Oct 4
After Your Death, Who Takes Care of the Dog?
A pet trust designates a new guardian for companion animals and sets aside funds for their care. Better yet, it’s legally binding. In...
Heircraft Planning
Oct 4
Surviving Spouses May Not Be Responsible for Partners’ Medical Bills
A call from a debt collector may add to the challenges that bereaved people are already dealing with. But spouses “should not assume that...
Heircraft Planning
Sep 30
Estate Administration Details that TV and Movies Get Wrong
TV and movies entertain but often mislead, creating misconceptions about estate planning. Get the facts from a professional.
Heircraft Planning
Sep 23
To the Millennials: The Time to Plan Is Now
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We...
Heircraft Planning
Aug 20
Could a Will Be Right For You?
The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen...
Heircraft Planning
Aug 13
Debunking Common Misconceptions About Wills
The majority of Americans do not have a will, and the number of US households with a will has been in steady decline. At the outset, it...
Heircraft Planning
Aug 6
A Financial Advisor’s Guide to Navigating Different Types of Wills
Advisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to...
Heircraft Planning
Jul 16
Are You Ready to Celebrate National Make-a-Will Month?
Celebrate National Make-a-Will Month by creating a will for peace of mind. With only 32% of Americans having a will, don’t delay—plan now.
Heircraft Planning
Jul 9
Business Owners and Retirement Planning: A Perfect Storm Emerges in 2024 with New Tax Court Ruling
The statistics are surprising to those who learn that the percentage of business owners who have a realistic notion of what their...
bottom of page